Lisa Anne Petrie

Current Employers

Employment History

• 10/2012 → 11/2016
  Wells Fargo Advisors
  Long Beach, CA
• 11/2016 → 05/2022
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
• 05/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Incline Village, NV

Previous Registrations

• 2012-10-05 → 2022-05-13
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
  Incline Village, NV
• 1996-01-04 → 2012-10-09
  Ubs Financial Services Inc.
  Long Beach, CA
  Seal Beach, CA

Other Businesses

ONE MEADOWLARK LLC, INV REL, ROLLING HILLS, CA, 100% OWNER, 10/15/2013, NO TIME DEVOTED. LEGACY ARMS LLC, INV RELD, INCLINE VILLAGE, NV, CO-OWNER, PPTY INVT, 12/2017, 1 HR PER MO, 0 HRS DURING TRADE, MANAGER. ONE FORTY ONE LLC, INV RELD, INCLINE VILLAGE, NV, CO-OWNER, PPTY INVT, 12/29/2017, 1 HR PER MO, 0 HRS DURING TRADE, MANAGER. ALL GOOD M43 LLC, INV RELD, INCLINE VILLAGE, NV, 25% , 12/29/2017, 1 HR PER MO, 0 HRS DURING TRADE, : MANAGER. WASHINGTON HEIGHTS LLC, INV. RELATED, INCLINE VILLAGE, CA, CO-OWNER, PPTY INVT, 12/29/2017, 1 HR PER MO, 0 HRS DURING TRADE, : MANAGER. HABITAT FLATS LLC, INV. REL, INCLINE VILLAGE, CA, CO-OWNER, PPTY INVT, 12/29/2017, 1 HR PER MO, 0 HRS DURING TRADE, : MANAGER. TRUCKEE FLATS LLC, INV. REL, INCLINE VILLAGE, CA, CO-OWNER, PPTY INVT, 12/29/2017, 1 HR PER MO, 0 HRS DURING TRADE, : MANAGER. RIVER EDGE LLC, INV. REL, INCLINE VILLAGE, NV, CO-OWNER, PPTY INVT, 12/29/2017, 1 HR PER MO, 0 HRS DURING TRADE, : MANAGER. RYLEXA LLC, INV. REL, INCLINE VILLAGE, NV, CO-OWNER, PPTY INVT, 12/29/2017, 1 HR PER MO, 0 HRS DURING TRADE, : MANAGER. VIRGINIA FLATS LLC, INV. REL, INCLINE VILLAGE, CA, CO-OWNER, PPTY INVT, 12/29/2017, 1 HR PER MO, 0 HRS DURING TRADE, : MANAGER. FIFTY FLATS LLC, INV. REL, INCLINE VILLAGE, NV, CO-OWNER, RENTAL PPTY, 3/2019, 1 HR PER MO, 0 HRS DURING TRADE, : OWNER. CAPITAL CITY FLATS LLC, INVT REL, CARSON CITY, NV, 100% OWNER W/SPOUSE, 10/1/2019, 5 HRS PER MO, 0 HRS DURING TRADE, MONITORING CARSON HEIGHTS LLC, INV REL, CARSON CITY, NV, 100% OWNER W/SPOUSE, 11/01/2019, NUMBER OF HOURS PER MO 1, NO: OF HOURS DURING TRADE 0, MANAGER. SAGE VALLEY PARK LLC, INV REL, INCLINE VILLAGE, CA, 100% OWNER W/SPOUSE,12/1/2019, NO: OF HRS PER MO 1, NO: OF HRS DURING TRADE 0, MANAGER. CANYON FALLS BUSINESS CENTER LLC, INVT REL, INCL VILLAGE, NV, 100% OWN W/SPOUSE, 12/01/2019, 1HR/MO, 0 HRS DURING TRADE , OWNER. RANCHVIEW LLC, INVT REL, INCLINE VILLAGE, NV, 100% OWN W/SPOUSE, 01/02/2020, NUMBER OF HOURS PER MO 1, 1HR/MO; 0 DURING TRADE, OWNER. HUMBOLDT MARSH LLC, INV REL, INCLINE VILLAGE, NV, 100% OWN W/SPOUSE, 3/13/2020, 1 HOUR PER MO, ZERO DURING TRADE, HOLDS RENTAL PROPERTY. 13 RENTAL PPTIES; INVT REL; RENO,NV; 100% OWNER W/SPOUSE; DATE BETWEEN 2/12/2012 AND 3/13/2020; NUMBER OF HOURS PER MO 1; 0; OWNER. PARASOL TAHOE COMMUNITY FOUNDATION, INV REL, INCLINE VILLAGE, NV, INVESTMENT COMMITTEE , 5/1/2020, 2 HOURS PER MO, 0 DURING TRADE, ALERYA, LLC, INVT REL, INCLINE VILLAGE, NV, 100% W/SPOUSE, 11/11/2020, 1 HR PER MO, 0 HRS DURING TRADE, REVIEW. RENTAL PPTY; INVT REL; FALLON,NV; 100% OWNER W/SPOUSE; 2/26/2021; NUMBER OF HOURS PER MO 1; 0; OWNER. 4 RENTAL PTY'S, INVT RELATED, CARSON CITY, NV, 100% OWN W/ SPOUSE, 10/1/2021, 1 HR PER MO, 0 HRS DURING TRADE, OWNER GENOA FLATS, LLC, INDEPENDENCE FLATS LLC, MARLETTE FLATS, LLC, FREEDOM FLATS, LLC, INV REL, INCLINE VILL, NV, 100% OWN W/SPOUSE, 10/7/2021, 0 HRS A MO, 0 HRS DURING TRAD, OVERSIGHT. MOONSHADOW HOLDINGS LLC, INV REL, INCL VILL, NV, 100% OWNER, 12/31/21, 1 HR MO, 0 TRADING,FINET. RENTAL PPTY, INVT REL, 50% OWN, 12/31/21, 1 HR MO, 0 HRS, OWNER. RUBY DOME HOLDINGS LLC, INVT REL, INCLINE VILLAGE,NV. K & J ANDIAMO, LLC; INV RELATED; RENO, NV; ASSETT ; 50% ; 06/30/25; 1 HOUR PER MONTH; 0 HRS DURING TRADING HRS ESQUIRE INN, LLC; INV RELATED; RENO, NV; ASSET ; 50% ; 07/21/2025; 1 HOUR PER MONTH; 0 HRS DURING TRADING; AMERICAN INN, LLC; INV RELATED; RENO, NV; ASSET ; 50% ; 07/21/2025; 1 HOUR PER MONTH; 0 HRS DURING TRADING; WINNIE PARK, LLC ; INV RELATED; RENO, NV; LLC BUSINESS;50% ; DATE: 09/22/2025; 1 HRS PER MONTH; TAHOE COMMUNITY FOUNDATION; NOT INV RELATED;INCLINE VILLAGE,NV; COMMUNITY FOUNDATION; INVESTMENT COMMITTEE MEMBER; 04/01/2020; 1,0 NORD SIX HOLDINGS, LLC; INV RELATED;RENO,NV; REAL ESTATE OWNERSHIP;50% OWNERSHIP; START DATE: 07/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-02
• S63 Uniform Securities Agent State Law Examination
  1984-04-03

Designations